Company lists · Data refreshed September 2026

Top 25 Life insurance consulting firms based in Austin, United States

Name: Life insurance consulting firms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 79 companies tracked

RevenueBase identified 79 company matches for life insurance consulting firms associated with Austin, United States as of September 2026 and tracks 1,007 professional contacts across them, including 257 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Austin has 79.

This list covers company matches for life insurance consulting firms associated with Austin, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

79Companies

1,007Contacts tracked

257Verified emails

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The 25 largest life insurance consulting firms based in Austin, United States

Ranked by team size

Top 25 of 79 company matches for life insurance consulting firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Citizens INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	201-500	497 contacts →
	Exact match “Citizens, Inc.(NYSE: CIA) is a insurance holding company serving the life insurance needs of individuals in the United States since 1969 and internationally since 1975.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	134 contacts →
	Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Actuarial Risk Management ARM	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	27 contacts →
	Exact match “Since 2006, Actuarial Risk Management (ARM) has been a valued strategic partner to many Top 30 accounting firms and their clients, delivering unparalleled actuarial knowledge to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Lifetrends	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “LifeTrends® helps life insurance companies, IMOs, BGAs, and producer agencies price, research, and sell intelligently with accurate, meaningful data and information.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Insurance 360	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Since 1983, Scott Harper, Founder and Owner of Insurance 360, has been writing insurance policies based on personal, one-on-one service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Southerland & Associates	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Southerland & Associates is an independent insurance agency in that will help you protect everything under the sun with your best interest at heart.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Physician's Resource Services	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “We’re proud to be one of the nation’s largest presences in physician residency programs, providing disability insurance and resources for residents, fellows and practicing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Allen Bailey & Associates	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Allen Bailey & Associates is a boutique, Austin-based consulting firm that specializes in competitive actuarial products and services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Eton Venture Services	Exact match	Austin, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Established in 2010, Eton Venture Services delivers best-in-class independent valuation and M&A advisory services through deep expertise, analytical rigor, and hands-on…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Wrightwood Advisory	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Wrightwood Advisory serves the Institutional Insurance market with a focus on insurance companies and regional and community banks.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Navigator Health Insurance Consulting	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We are a full service Health, Accident, and Life insurance agency.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Harbor Life Brokerage	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Harbor Life Brokerage is a recognized leader in the life settlement industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	AMT Lifetime Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “AMT Lifetime Financial, LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Oliver Insurance Brokerage	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “Oliver Insurance Agency is a full-service insurance brokerage and advisory firm based in Austin, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Reed Lake Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We are a boutique firm that focuses on providing the highest level of service and integrity to our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Mike Goldberg And Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “Personal & Business Life Insurance While many companies offer life insurance, few have the experience, resources and knowledge that you will find at Goldberg & Associates.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Foster Partners & Coaching	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Foster Partners and Coaching LLC is an independent national insurance advisor resource program designed to help growth-minded advisors build their business through coaching…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Timmons Insurance Group	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “You can put your trust in Timmons Insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Celerity Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Celerity Advisors is a client-focused consulting & brokerage firm that specialize in group benefits for small to medium sized companies and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Douglas Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	The Lambert Agency	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “TheLambertAgency.com has been successfully meeting the needs of our clients since 2015.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Forum Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We understand the challenges both families and businesses face today.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Insurance Expert Network	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	1 contacts →
	Exact match “Insurance Expert Network (IEN) is a nationwide legal consulting firm specializing in insurance expert witness sourcing and litigation support.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “life insurance consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 79 life insurance consulting firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 257 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance consulting firms based in Austin, United States at a glance

As of Sep 28, 2026

25.5%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 79 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Austin, United States whose business descriptions match “life insurance consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 257 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Life insurance consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “life insurance consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance consulting firms are there based in Austin, United States?

RevenueBase identified 79 company matches for life insurance consulting firms associated with Austin, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Citizens INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most life insurance consulting firms?

New York leads the United States with 196 company records, followed by Houston (145) and Dallas (117). Austin has 79.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 257 professional contacts with verified work emails tracked across these 79 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.